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Plans, billing, upgrades/downgrades, and what each tier unlocks.
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Free: 1 brokerage connection, the full 19-factor model and attribution with full history, Holder IQ scores for every holder, the 13F manager leaderboard, filer profiles and smart flow, insider signals and earnings-call sentiment with full history, 5 custom alerts, 1 filer basket to build and preview, CSV position import, and CSV and XLSX portfolio export.
Pro: everything in Free, plus 3 brokerage connections, statement uploads and reconciled history, benchmark-neutral hedge baskets, up to 3 saved model portfolios that follow 13F filers, the tax-loss harvesting list, 25 custom alerts and a daily digest, segment and KPI series, and email support.
Premium: everything in Pro, plus 20 brokerage connections, 100 custom alerts with webhook delivery, smart-money exit pressure and alerts, custom hedge targets, signal overlays and dollar amounts, model portfolios with no limit, tax lots and replacement ideas, earnings-call excerpts with their sources, PDF reports, quarterly LP reports and JSON export, and priority support.
You can upgrade, downgrade, or cancel anytime from Billing settings. The checkout or billing portal shows the exact renewal date, immediate charge, and next-period price before you confirm.
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